Mergers & Acquisitions (M&A) Modeling in Excel – Part 1: Model Setup & Transaction Adjustments (On-Demand - CFI)
Overview
Mergers & Acquisitions (M&A) are among the most complex transactions in finance, and building a reliable Mergers & Acquisitions (M&A) model is a critical skill for many finance professionals. This course walks you through the first half of building a complete Mergers & Acquisitions (M&A) model in Excel — from structuring the workbook efficiently to setting up the assumptions, drivers, and transaction adjustments needed to reflect the true economics of a deal. By the end of this course, you will have built the structural foundation of a working Mergers & Acquisitions (M&A) model and produced a post-transaction pro forma balance sheet, preparing you to complete the full model in Part 2.
Access expires 180 days from purchase date |
Applicable for
Learning Objectives
- Learn how to structure an Mergers & Acquisitions (M&A) model in the most efficient way
- Set up all the assumptions and drivers required to build out the M&A model
- Calculate all the necessary adjustments required to create a post-transaction pro forma balance sheet
Content
Build a fully functional Mergers & Acquisitions (M&A) model in Excel by mastering the structural setup and transaction adjustments that form the foundation of any merger or acquisition analysis.
- Structure an Mergers & Acquisitions (M&A) model efficiently and set up all key assumptions and drivers
- Calculate purchase price adjustments and goodwill to reflect deal economics
- Create a post-transaction pro forma balance sheet using the correct deal and accounting adjustments
Course Content Created: April 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
- 3.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 8
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Mergers & Acquisitions (M&A) Modeling in Excel – Part 1: Model Setup & Transaction Adjustments (On-Demand - CFI)
- 3.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 8
- Credits
Overview
Mergers & Acquisitions (M&A) are among the most complex transactions in finance, and building a reliable Mergers & Acquisitions (M&A) model is a critical skill for many finance professionals. This course walks you through the first half of building a complete Mergers & Acquisitions (M&A) model in Excel — from structuring the workbook efficiently to setting up the assumptions, drivers, and transaction adjustments needed to reflect the true economics of a deal. By the end of this course, you will have built the structural foundation of a working Mergers & Acquisitions (M&A) model and produced a post-transaction pro forma balance sheet, preparing you to complete the full model in Part 2.
Access expires 180 days from purchase date |
Applicable for
Learning Objectives
- Learn how to structure an Mergers & Acquisitions (M&A) model in the most efficient way
- Set up all the assumptions and drivers required to build out the M&A model
- Calculate all the necessary adjustments required to create a post-transaction pro forma balance sheet
Content
Build a fully functional Mergers & Acquisitions (M&A) model in Excel by mastering the structural setup and transaction adjustments that form the foundation of any merger or acquisition analysis.
- Structure an Mergers & Acquisitions (M&A) model efficiently and set up all key assumptions and drivers
- Calculate purchase price adjustments and goodwill to reflect deal economics
- Create a post-transaction pro forma balance sheet using the correct deal and accounting adjustments
Course Content Created: April 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.